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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
151
Tru Independence Asset Management 2
Oregon
$4.71M +$4.73M +50,768 New
SW
152
SVB Wealth
Massachusetts
$4.56M -$354K -3,800 -7%
PMA
153
Prudent Man Advisors
Illinois
$4.45M +$2.21M +23,746 +98%
EGA
154
Eagle Global Advisors
Texas
$4.45M +$2.23M +23,931 +100%
PWS
155
Private Wealth Strategies
Ohio
$4.2M +$352K +3,776 +9%
SW
156
StrongBox Wealth
Missouri
$4.19M +$459K +4,926 +12%
VFA
157
Voya Financial Advisors
Connecticut
$4.12M +$279K +2,993 +7%
BC
158
Burleson & Co
California
$4.09M +$173K +1,857 +4%
SF
159
Synovus Financial
Georgia
$4.02M +$441K +4,736 +12%
CISOA
160
Capital Investment Services of America
Wisconsin
$3.97M +$93.1K +1,000 +2%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$3.96M
NFG
162
Next Financial Group
Texas
$3.96M -$643K -6,903 -14%
CA
163
Cetera Advisors
Colorado
$3.96M +$561K +6,024 +16%
WCWM
164
Willow Creek Wealth Management
California
$3.91M -$87K -934 -2%
PG
165
Prostatis Group
Maryland
$3.87M +$3.88M +41,666 New
SAM
166
SignalPoint Asset Management
Missouri
$3.84M -$81.7K -877 -2%
HL
167
HeadInvest LLC
Maine
$3.83M +$3.84M +41,285 New
WLIM
168
White Lighthouse Investment Management
Massachusetts
$3.81M +$393K +4,221 +11%
Vanguard Group
169
Vanguard Group
Pennsylvania
$3.71M +$3.72M +39,984 New
CA
170
Continuum Advisory
Idaho
$3.7M +$89K +956 +2%
WS
171
Wela Strategies
Georgia
$3.7M +$254K +2,726 +7%
FLI
172
Family Legacy Inc
South Carolina
$3.69M +$42.8K +460 +1%
ONB
173
Old National Bancorp
Indiana
$3.68M -$4.47K -48 -0.1%
CJA
174
C-J Advisory
California
$3.57M +$253K +2,715 +8%
SWM
175
SigFig Wealth Management
California
$3.55M +$1.59M +17,030 +80%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.